Foster Dykema Cabot & Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.4M | Buy |
122,157
+44
| +0% | +$12.8K | 2.49% | 10 |
|
|
2025
Q1 | $30M | Sell |
122,113
-1,187
| -1% | -$291K | 2.4% | 12 |
|
|
2024
Q4 | $29.6M | Sell |
123,300
-1,834
| -1% | -$440K | 2.3% | 12 |
|
|
2024
Q3 | $26.4M | Sell |
125,134
-1,025
| -0.8% | -$216K | 2.21% | 17 |
|
|
2024
Q2 | $25.5M | Buy |
126,159
+259
| +0.2% | +$52.4K | 2.28% | 17 |
|
|
2024
Q1 | $25.2M | Sell |
125,900
-13,900
| -10% | -$2.78M | 2.35% | 14 |
|
|
2023
Q4 | $23.8M | Buy |
+139,800
| New | +$23.8M | 2.52% | 9 |
|